Pilot Program

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9 Themen

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Join our Pilot Programs to get early access to new versions and features. Learn how to access to Pilot Program features. Contribute to bug reports and questions. Engage with other Pilot Program customers and SuperOffice R&D.

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How to show fields from extratables in Find and selections?

I have created an extratable with a relation to Contact (person_id) and I am able to create a selection with a criteria from the extratable.   My question is: how can I show the column from the extratable in the selection?   When I go to the contact, I can see the field there.   Is there something I'm missing or is this part of an upcoming release of Custom Objects? At the moment it seems like I am unable to se the value when using Find and when creating a selection with the given criteria.

CN

Camilla Nysterud
3
1
22. Juli 2024 | 11:29 AM
Thema:
Custom Objects

Letzte Antworten

Hi Camilla, In this case you will to base your Search on the Extra Table/Custom Object directly and now use search contact. You need to use Find "NPS" instead and then you can have multiple results from the same contact.  Remember to check this setting in the table properties for your Extra Table:  
by Mikael Månsson
23. Juli 2024 | 02:51 PM
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How to remove many-to-one search option in Find?

First of all - love the way these new options of customizations are headed - this will eliminate a lot of hacks that have been made through the years :). Using the new Find option, how do I remove the option for many-to-one searches? In the case below, I want to remove 'Revenue Management - Vessel' from the Ship-search. You can see the setting for the foreign field below as well. The reason for this, and in many other cases with extra tables as well, is to hide system-data for the user.  

KR

Kasper Rosenlund
4
4
26. Juni 2024 | 11:14 AM
Thema:
Custom Objects

Letzte Antworten

show in find will explicitly show the table on the Find menu, along the standard entities, like companies, persons +++ If you remove show in find you're still able to find the table on 'settings\custom objects' if you hide it will also not be listed on 'settings\custom objects' hope that helps ;)
by Markus Tanner
15. Juli 2024 | 05:14 AM
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'Selection module' custom objects

Hi, SOD release SuperOffice CRM Online 10.3 Build main_10.3.7_2024.06.04-09 now contains the follow option on the top menu task button: Here you can see your custom tables and create a search on it, with no way to save it as a selection. (?) Why was it chosen to do it like this? Users are used to searching for things using the find button: and then open existing selections using the selection menu.  Users do not always know (and shoud not need to know) what entities are 'standard' and what are 'custom objects', so it is not a good user experience to have to explain customers that for 'normal entities' you can search using find/selection, and for custom objects you need to go to an entirely seperate menu.  Why not integrate it into the find menu as a seperate icon per custom object (and having you set a custom icon for it) Something like this: Or just a single tile with a dropdown for which custom object This would be much more natural for the normal user.  
David Hollegien
7
18
5. Juni 2024 | 07:29 AM
Thema:
Custom Objects

Letzte Antworten

I used https://app.svgator.com/ which also worked fine, you can easily create an account with any gmail adress ;)
by Markus Tanner
1. Juli 2024 | 10:27 AM
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Attachments is only showed as text

Extrafield type 'Attachment' is only showed as text, with no option to preview it. The file can be downloaded from the preview window, but it would be nice if it could be previewed here like other files as well.  

KR

Kasper Rosenlund
0
0
27. Juni 2024 | 08:52 AM
Thema:
Custom Objects
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What Is Custom Objects?

What Is Custom Objects? Custom Objects represents a significant change that will eventually merge user-defined fields, Extra Fields, and Extra Tables in Service into one powerful CRM toolkit. To ensure a smooth transition, we're rolling Custom Objects out in phases: The foundation phase - available in Pilot now : Join the pilot program to create and define custom objects like entities, tables, fields, and relations. Seamlessly integrated into SuperOffice CRM, Custom Objects are no longer limited to Service; they will be visible in all archives, search, selections, and more; simplifying data management and search across the platform. The enhancement phase - available in Pilot later this year : In upcoming releases, we'll introduce additional features like creating dashboards and designing custom screens, archives, and dialogs using intuitive layouts in the screen designer. These enhancements will further streamline your workflow and improve user experience.   This is what we introduce in the first version: Auto generated archive tabs  When adding a relational field to standard entity or Custom object and enabling “Show one to many relations” this result in archive being automatically added to related standard entity (Company, Contact, Sale, Project, Ticket).  Implementation uses configurable screens framework to add tabs in UI.  SuperOffice Selections SuperOffice Selections is the key component to get insight to your CRM data and initiate actions against contacts. While users currently can create selections/find data based on Extra fields and Extra tables directly connected to known SuperOffice entities, we now extend search capabilities to search against Extra tables with fields pointing to known  SuperOffice entities. Users will therefor not be  limited to using SuperOffice Service for creating selections/searching for data any longer. If any  visible Extra table contains field pointing to entity( Company, Contact, Sale, Project, Request, Activity) we include it as a “top”  node to select from in selections. Extending search capabilities on relational fields Allow for searching across multiple columns. More user friendly: now we include a preview to give user more insight into each entity in results and make it easier to select correct.    Read more here: https://community.superoffice.com/en/product-releases/pilot-programs/current-pilot-programs/custom-objects/   Who can join?   Customers who want to sign up need to: ✔️ Use SuperOffice CRM Online  ✔️ Use Service: extra table Please note on Auto generated archive tabs: This is based upon settings set for your extra table. You may end up with more tabs than you expect when pilot feature is enabled. You can adjust the settings set for your extra tables or in the configurable screens framework if you have Development Tools license. Sign up for pilot programs >>   Effect of enabling the pilot feature: 👥= All users will join Pilot Once you have opted-in - all user logging in to this tenant will automatically get the pilot-versions we make available. New archives / Tabs have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).  SuperOffice Selections search capabilities to search against Extra tables New preview of Extra table entities.   Getting Started with Custom Objects: Now users will see archives have automatically been added to related standard entity (Company, Contact, Sale, Project, Ticket).   They now have search capabilities to search against Extra tables with fields pointing to known SuperOffice entities in SuperOffice Selections They will also see there is a preview to give user more insight into each entity in results for these Extra table entities.   What's in it for you? By being a pilot tester you will get a head start and early access to this version. With the new features comes an important update that will provide better and improved overall experience. This pilot program will be valuable for customers eager to test versions before release, and to get the most up to date versions, as well for SuperOffice - to make sure this version gives the desired results on stability and performance.
Frode Berntsen
1
1
16. Apr. 2024 | 11:27 AM
Thema:
Custom Objects

Letzte Antworten

Exciting update for pilot users: New version 2  released this week! We are delighted to announce the release v2 of Custom Objects available this week for our pilot users. As we continue to enhance your experience, this update introduces significant new features and improvements. To ensure a smooth transition, we are rolling out Custom Objects in phases. Here’s what’s new in v2 (Release 10.3.7): Preview Custom Objects in the Side Panel : Now you can preview all data from a Custom Object directly in the Side Panel by selecting the preview option from the drop-down. This feature also allows easy navigation to related standard or Custom Objects. Clicking on a standard object will take you to that object, while clicking on a custom object link will open a dialog for viewing or editing additional information. Search, Selection, and Dashboard Capabilities for Custom Objects : With this release, you can search directly for your Custom Tables/Custom Objects and save them as selections or create Dashboards. This functionality no longer requires a relation to a standard entity, giving you the flexibility to view search results as a list of items from the Custom Object. Additionally, you can use your Custom Objects as criteria in datasets to visualize them in charts with full drill-down capabilities in standard SuperOffice Dashboards. Read more in the overview of Custom Objects Stay tuned for further updates as we continue to introduce more features in future releases. Enjoy the new capabilities in Custom Objects version 2!
by Frode Berntsen
26. Juni 2024 | 09:30 AM
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'Header list' name not used as column name in target table archive

Hi, We are currently doing a new implementation of SuperOffice at a customer where we hope to use the new custom objects functionality as much as possible. One of the things we noticed setting up the custom tables that when you have a extra table relation, it does not use the 'header list' field as column name, but the name of the column. Example: Object table: Object status is an extra table relation field to a seperate table 'object status': The header list is configured as 'Object status'. Object status has 2 fields, name and registered:   In the auto generated archive the column is shown with column name 'Name' instead of 'Object Status': Expected that this would be 'Object Status'. Tested on version: SuperOffice CRM Online 10.3 Build Release_10.3.6_2024.05.21-01
David Hollegien
2
2
28. Mai 2024 | 10:11 AM
Thema:
Custom Objects

Letzte Antworten

Hi Frode, Can the name of the sub table then be included in the name shown? If you now have multiple sub tables on a extra table (for example a type and a status table) with both a name field, you see the column 'name' 2 times with no references for which name it is, would be beter if it then was name 'Object status - Name', 'Object type - Name'. 
by David Hollegien
26. Juni 2024 | 09:17 AM
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Introduce new field type, UDList relation field

Currently there is no way to natively create a field that points to an UDList. We currently do this by creating a number field and just storing the ID there and doing all the display and saving logic ourselves in customs screens, but that obviously doesn't work with the new custom objects functionality. It would be great if this is natively supported. The 'list' fields you currently can create do not support multi language items and store the text representation of the selected list item directly, instead of a ID reference. This makes working with them a lot harder (for example when updating/deleting list items)
David Hollegien
4
3
28. Mai 2024 | 10:20 AM
Thema:
Custom Objects

Letzte Antworten

Hi David, Thanks for the feedback. Native support for this feature will be available in the future as part of the merger of UDEFs and ExtraFields in the Custom Objects functionality.
by Frode Berntsen
26. Juni 2024 | 09:15 AM
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Archive not reloaded after modify/delete of item

If you modify or delete a entry in a custom table, the archive is not reloaded automatically. Version: SuperOffice CRM Online 10.3 Build main_10.3.5_2024.04.24-01
David Hollegien
3
2
25. Apr. 2024 | 11:35 AM
Thema:
Custom Objects

Letzte Antworten

Hi David, Thanks for the feedback. - We've looked into it, and this should be resolved in the next release (10.3.8)
by Frode Berntsen
26. Juni 2024 | 09:10 AM
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Contact relation - Make it possible to show one-to-many relation on company card

Currently, when enabling the "Show one-to-many relations", the table is shown automatically in the archive overview of the contact card. However, sometimes it can be beneficial to  also show the table results in the archive overview of the  company card. Basically, this would be the same logic as with activities, sales etc. If a contact is related to a company, then the extra table output should be shown in the company archives as well. Or at least, this could be a toggle option (as added in red below)
Bas Kreijveld
0
1
25. Apr. 2024 | 12:49 PM
Thema:
Custom Objects

Letzte Antworten

Hi Bas, Thanks for the feedback. Currently, this feature is not available. However, you can add a custom archive to achieve this functionality.
by Frode Berntsen
26. Juni 2024 | 09:09 AM
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Sub fields not selected when selecting custom object node while configuring columns

When selecting the table node when configuring columns, all sub fields are not automatically checked: toggling Object node: Nothing happens with the sub fields.  
David Hollegien
2
1
28. Mai 2024 | 10:15 AM
Thema:
Custom Objects

Letzte Antworten

Hi David, Thanks for the feedback. - We've looked into it, and this behavior is likely inherent to Kendo's design and not related to Custom Objects. It appears to be how Kendo handles table nodes and subfields.
by Frode Berntsen
26. Juni 2024 | 09:02 AM